Market Street Wealth Management Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Market Street Wealth Management Advisors LLC
- $551 Million
- Q2 2025
A detailed history of Market Street Wealth Management Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 860,311 shares of DFIC stock, worth $26.9 Million. This represents 4.85% of its overall portfolio holdings.
Number of Shares
860,311
Previous 866,706
0.74%
Holding current value
$26.9 Million
Previous $24.1 Million
11.13%
% of portfolio
4.85%
Previous 4.61%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
476Shares Held
280MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$964 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$859 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$506 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$197 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$161 Million0.2% of portfolio